Fike Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fike Advisors serves individuals, trusts, estates, and charitable organizations with personalized financial planning, investment analysis, and discretionary asset management. The firm operates on a fee-based basis, offers hourly planning and fixed-fee investment analyses, and does not impose an account minimum.
Investment management is delivered primarily through a platform made available by American Funds Service Company (AFS), with client portfolios constructed solely of American Funds mutual funds and documented by an Investment Policy Statement or risk tolerance. The firm uses fundamental and technical analysis in its recommendations and also refers clients to third-party money managers (including a disclosed relationship with Efficient Advisors LLC), receiving disclosed portions of third-party fees with client consent and required disclosures.
Notably, Fike Advisors maintains a high client-to-advisor ratio — more than 700 clients across three advisors — which corresponds with reliance on platform-based mutual fund portfolios and third-party manager referrals to scale services. The brochure also discloses that the managing member and another advisor maintain outside insurance agency activities and an affiliated insurance entity; the firm identifies this as a potential conflict of interest and states it mitigates the conflict through disclosure and fiduciary procedures.
Client services
Expertise
Fee options
Investment Analysis: fixed fee ranging $250 to $500 depending on complexity
$0 - $999,999: 0.75% annually $1,000,000+: 0.50% annually
Financial Planning Services: $200 per hour
Fee-only: Financial Planning Services: $200 per hour; Investment Analysis: negotiable fixed fee $250 to $500
Main office
671 Winkler Drive
Wooster OH 44691
Advisors at this office
3
Most active in
Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Bradley F
Series 66
Wooster, OH
Fike Advisors, LLC
Bradley Fike is the managing member of Fike Advisors, LLC and holds a Series 66 designation, with 16 years of experience in financial advisory services. He has been with Fike Advisors since 2010 and spent ten years at Essential Financial Planning, Inc. Additionally, he owns and operates Bradley Fike Insurance Agency, which provides life and health insurance services. He serves on the board of Mission Possible A to Z, a nonprofit organization based in Wooster, OH. Fike Advisors serves individuals, trusts, estates, and charitable organizations with personalized financial planning, investment analysis, and discretionary asset management, primarily using American Funds mutual funds. The firm offers fee-based services without account minimums and relies on a combination of platform-based portfolios and third-party manager referrals.
Andrew S
Series 65
Wooster, OH
Fike Advisors, LLC
Andrew Scogin is a financial advisor at Fike Advisors, LLC in Wooster, Ohio, holding a Series 65 designation with one year of industry experience. Prior to joining Fike Advisors, he worked in logistics and service roles, including positions at Krupp Moving and Storage and Jarrett Logistics. Fike Advisors serves individuals, trusts, estates, and charitable organizations by providing personalized financial planning, investment analysis, and discretionary asset management. The firm primarily constructs client portfolios using American Funds mutual funds and employs both fundamental and technical analysis while also referring clients to third-party money managers.
Taylor F
Series 65
Wooster, OH
Fike Advisors, LLC
Taylor Fike is a financial advisor at Fike Advisors, LLC in Wooster, Ohio, holding a Series 65 credential and with 12 years of industry experience. He has been with Fike Advisors since 2014 and also operates Taylor Fike Insurance, selling life insurance and annuities. Fike Advisors serves individuals, trusts, estates, and charitable organizations with personalized financial planning, investment analysis, and discretionary asset management. The firm primarily uses American Funds mutual funds and combines fundamental and technical analysis in its recommendations, while also referring clients to third-party money managers.
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